Esencia Wealth is seeking an experienced Assistant to Advice to support financial advisers in delivering high-quality, well-researched advice. You will collaborate across teams to develop and implement tailored guidance, prepare Statements and Records of Advice, and manage client communications to ensure timely, compliant outcomes.
You will be involved in developing complex strategies, reviewing documents for regulatory compliance, and mentoring the Client Experience Team while supporting
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📌 Financial Planning Support Associate (City of Shellharbour)
🏢 Esencia Wealth
📍 City of Shellharbour
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